VWA

Visionary Wealth Advisors Portfolio holdings

AUM $1.96B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$971M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$4.27M
3
+$3.56M
4
IYY icon
iShares Dow Jones US ETF
IYY
+$2.78M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$2.58M

Top Sells

1
+$25.3M
2
+$5.13M
3
+$4.32M
4
AMGN icon
Amgen
AMGN
+$3.95M
5
BK icon
Bank of New York Mellon
BK
+$3.8M

Sector Composition

1 Technology 8.65%
2 Industrials 5.42%
3 Healthcare 4.58%
4 Consumer Staples 4.38%
5 Financials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.75M 0.49%
80,702
+2,649
52
$4.68M 0.48%
507,575
+13,150
53
$4.49M 0.46%
92,590
-1,130
54
$4.42M 0.46%
81,875
+2,678
55
$4.4M 0.45%
11,157
+3,820
56
$4.36M 0.45%
116,049
+33,268
57
$4.32M 0.44%
85,888
+3,078
58
$4.31M 0.44%
26,255
-4,992
59
$4.26M 0.44%
202,273
+122,573
60
$4.25M 0.44%
93,292
-61
61
$4.24M 0.44%
32,877
+204
62
$4.13M 0.42%
17,069
+56
63
$4.11M 0.42%
87,326
+6,287
64
$4.04M 0.42%
36,613
-600
65
$3.84M 0.4%
61,230
+2,046
66
$3.82M 0.39%
71,767
+6,239
67
$3.8M 0.39%
54,248
+23,782
68
$3.75M 0.39%
10,882
+743
69
$3.75M 0.39%
15,569
+39
70
$3.74M 0.39%
60,966
-1,144
71
$3.66M 0.38%
58,997
+581
72
$3.65M 0.38%
68,846
+690
73
$3.64M 0.37%
75,373
+21,113
74
$3.63M 0.37%
49,720
+880
75
$3.59M 0.37%
10,029
+1,254
1 2
3
4 5